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1 hour agoCRM Settings
Configure your workspace preferences, predefined values, notifications, and integrations.
Predefined Configuration Lists
Manage option lists used across client files, campaigns, user management, and workspace settings.
Business Entity
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Service Type
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Status
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Package Type
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Package Tier
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Industry
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Business Type
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User Type
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CRM Settings
Configure workspace name, timezone, and branding.
Business Identity
Configure your company branding information.
Campaign Notifications & Email Automation
Configure automated notification event triggers, recipient roles/users, active channels (Workable Email, SMS design, Teams design), and customizable HTML email templates.
Xero
Sync invoices and billing to Xero accounting.
HubSpot CRM
Push deals, contacts, and pipeline to HubSpot.
Outlook 365
Archive client emails and sync conversation log.
Google Calendar
Sync meetings, NDAs, and contract review events.
Google Analytics
Connect GA4 for campaign performance tracking.
OneDrive
Auto-provision shared asset folders in OneDrive.
Workflow Task Templates V2 Engine
Create reusable workflow templates with multi-select triggers (New Campaign, Renewal, Upsell, Services, Entities, Tiers) and directly apply to campaigns.
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Classic Campaign Workflow Tasks Flow (V1)
Design dynamic checklist flows for campaigns based on conditions (tier, service, package, entity, industry) and relative timelines.
Workflow Teams & Required Roles
Define required workflow roles for combinations of Business Entities and Service Types. Since workflow teams serve as templates, preset the roles needed for each service workflow template (team members will be assigned per campaign or project).
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Xero Campaign Codes Mapping
Map predefined Service Types to Xero account/campaign codes for automated invoicing and billing sync.
Edit Predefined List
Add, modify or delete list options.
Add Category
Delete Item?
Are you sure you want to delete this template?
Add Workflow Task
Define task properties, timelines and matching criteria.
Task Completion Condition Type
Estimated Time to Complete
Used for time tracking & workload planning. Leave 0 if not applicable.
Relative Timeline Offsets
Conditional Timelines
No custom conditions defined. Runs on all campaigns.
Conditional Timelines & Filters
Define target filters and custom deadline overrides for task: Task Name
Publish Workflow Changes
Synchronize your workflow templates and conditional rules with existing campaign workspaces.
Campaign Notification Events & Matrix
Manage recipient roles, active dispatch channels, and template designs for all campaign lifecycle events.
Configure Campaign Event Notification
Set recipient types, active channels, and customize email design templates.
Active Notification Channels
Whom To Send (Recipient Matrix)
Built-in Template Theme
Email Template Editor
Edit & Preview HTML email template
OneDrive File Browser
Browse and select the root folder for CRM document storage.
Workflow Template Wizard
Configure template triggers, target conditions, categories, and task timelines.
Task Properties & Recurrence
Configure task instructions, timelines, gating, and recurring repeat schedule.
Followers receive task updates, notifications, and reminders with View-Only tracking access.
Timelines & Dependencies
Apply Workflow Template to Campaigns
Select a workflow template and target campaigns to generate tasks automatically.
Select one or multiple campaigns. Tasks will be created separately for each selected campaign.
Create Workflow Team
Configure required workflow roles for specific combinations of Business Entities and Service Types.
Leave empty or select all to apply to any business entity.
Leave empty or select all to apply to any service type.
Active teams are automatically used during new campaign creation and task generation.
Required Roles
Preset which roles are required for this service workflow template (team members will be assigned per campaign or project).
Apply Workflow Team to Campaigns
Batch apply this team configuration across matching or selected campaign workspaces.